Monthly MERIT Newsletter

If you’re looking for a simple, low-effort way to increase your income by $30,000 a year—or more—it might be time to take a fresh look at a product line you’ve overlooked.

Let’s break it down:

• Average client deposit: $100,000
• Average agent commission: $2,500
• Just one case a month = $30,000 in additional annual income

We’re seeing more and more agents who don’t traditionally sell fixed annuity products start doing so—and here’s why:

1. They’ve realized these products aren’t complicated.

You don’t need to be an annuity expert. Most of these fixed-rate products (like MYGAs) come with only four moving parts:

• How long does your client want to lock up their money?
• What kind of liquidity do they want?
• What’s the guaranteed interest rate?
• How strong is the carrier?

2. Your current clients are the perfect fit.

You’re already sitting on a goldmine. Most of your clients are conservative savers looking for guaranteed growth and principal protection. These solutions are built for them. Just ask them!

3. We make it easy.

At MERIT, we provide everything you need to succeed:

• In-person, video, and webinar training
• Full access to top carriers and competitive products
• Cutting-edge tech: instant rate/income quoters, e-applications, and DocuSign
• Joint point-of-sale availability – Let us help you close!

You don’t have to change your business. You just have to open the conversation. One simple case per month—$2,500 per client—can add up fast.

Ready to make an extra $30,000 this year? Let’s talk. We’ll show you how.